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Disclosery

Keystone Wealth Services, LLC: NET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Wealth Services, LLC on NET, newest first. How the timeline and the estimate are built.

Keystone Wealth Services, LLC held 10,843 NET shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,843 shares
    Change vs previous 13F +1,389 shares

    0.49% of the 13F portfolio, value $2,659,571.

    13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,454 shares
    Change vs previous 13F +1,181 shares

    0.42% of the 13F portfolio, value $1,950,738.

    13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 8,273 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $669,203.

    13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).